Welcome to Appliance.io! Quotes and orders are the foundation of your daily workflow. This guide gives new users a clear, high-level understanding of how to create a quote, turn it into an order, and follow it through inventory, delivery, and completion — all without getting overwhelmed by details.
📝 Creating Your First Quote
You can start a quote from any page in the platform by clicking Start a Quote in the top-left corner.
Basic steps:
Search for and select an existing customer
Click Next to generate the quote
A unique quote number is automatically created
Quotes default to a 2-week expiration and can be viewed anytime on the My Quotes page
From here, you’ll review and edit:
Billing information
Delivery information
Saved or manually entered addresses
The location where the quote was created
➕ Adding Products & Pricing
Once your quote is open, you can begin adding items.
Add line items by:
Searching by model number
Creating custom products for items not in the system (e.g., range cords, non-serialized items)
Each item allows you to set:
Condition (new, scratch & dent, etc.)
Quantity
Price and description
You’ll see a running total update automatically at the bottom of the quote.
💲 Smart Pricing & Analytics
Appliance.io includes built-in pricing tools to guide your decisions.
You can view:
Your listed price
MSRP, MAP, and UMRP
Competitor pricing
Custom pricing rules and trends
Prices can always be adjusted manually — just be sure to follow your company’s pricing guidelines.
🚚 Choosing Fulfillment & Add-Ons
For each line item, select how it will be fulfilled:
Local delivery & install
Local delivery only
Pickup
Customer not sure
You can also add:
Pre-set install services
Protection plans
Haul-away options
All services and fees are clearly broken down in the order total.
🗓 Auto-Scheduling (Optional)
If enabled, Auto-Scheduling allows customers to schedule their own delivery once items are in stock.
Customers receive a text with a scheduling link
Delivery updates happen in real time
Controlled in Settings → Customer Notifications → SMS
📝 Notes & Communication
Quotes and orders support multiple note types:
Delivery notes (for drivers, printed on invoices)
Customer notes (visible to the customer)
Company notes (internal only)
You can also email quotes directly from the Select Action menu, with the PDF automatically attached.
💳 Payments, Rebates & Financing
Quotes become orders once payment is applied.
Supported options include:
Customer credit
Partial or full payments
Financing providers (Synchrony, Wells Fargo, Acima, Snap)
Manual payments (cash, check, bank transfer)
AIO Pay (built-in processor)
Manufacturer rebates
Once paid, the quote becomes an order using the same number.
📦 Understanding Order Status & Workflow
After payment, orders move through clear fulfillment stages:
Common order statuses:
Check Stock – locate or request inventory
On Order – item ordered from the manufacturer
Reserved – item received and assigned to the order
Scheduled – delivery date selected
In Transit – item scanned out for delivery
Delivered – order completed
Each status is represented by intuitive icons, making it easy to understand progress at a glance.
🚛 Delivery & Post-Delivery
Once delivery is scheduled:
Items move to the Scheduled tab
Delivery dates can be changed if needed
Customers receive live tracking links
After delivery, you’ll have access to:
Delivery confirmation
Driver-uploaded photos
Customer signature
💡Tips for New Users
Orders cannot proceed if a ZIP code isn’t assigned to a delivery or pricing zone
You can schedule delivery only after all items are in stock
Fulfillment types can be updated at any time before delivery
Creating quotes and managing orders in Appliance.io is designed to be intuitive, transparent, and efficient. Once you understand the flow — Quote → Payment → Order → Fulfillment → Delivery — everything else falls into place.
👉 For detailed walkthroughs and advanced tips, check out these full Help Center articles:
Happy quoting!